VisionPoint Advisory Group’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History

VisionPoint Advisory Group’s Portfolio MOAT Stock Details MOAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-257	Closed	-$22.3K	–	571
2024 Q2	$22.3K	Hold	257	–	–	0.01%	374
2024 Q1	$23.1K	Buy	257 +73	+40%	+$6.26K	0.01%	368
2023 Q4	$15.6K	Sell	184 -16,713	-99%	-$1.3M	0.01%	377
2023 Q3	$1.28M	Buy	+16,897	New	+$1.35M	0.55%	54

Other funds holding MOAT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VisionPoint Advisory Group's MOAT Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of VanEck Morningstar Wide Moat ETF (MOAT) in Q3 2024, closing a stake of 257 shares — an estimated $22.3K sold.

VisionPoint Advisory Group first reported a position in MOAT in Q3 2023 and held it in 4 quarters. The position peaked at $1.28M in Q3 2023. 672 funds tracked by Wall St. Rank hold MOAT as of Q3 2024.

VisionPoint Advisory Group reported no remaining VanEck Morningstar Wide Moat ETF position as of Q3 2024 after selling out during the quarter.
VisionPoint Advisory Group sold 257 VanEck Morningstar Wide Moat ETF shares in Q3 2024, an estimated $22.3K.
VisionPoint Advisory Group first reported a position in VanEck Morningstar Wide Moat ETF in Q3 2023 and held it in 4 quarters.
VisionPoint Advisory Group's VanEck Morningstar Wide Moat ETF position peaked at $1.28M in Q3 2023.
672 funds tracked by Wall St. Rank held VanEck Morningstar Wide Moat ETF as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.